Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$574K Sell
2024
Q4
$3.55M Buy
2024
Q3
$3.36M Buy
2024
Q2
$226K Sell
2024
Q1
$267K Buy
2023
Q3
Sell
2023
Q2
$868K Buy
2023
Q1
$812K Sell
2022
Q4
$851K Buy
2022
Q3
$274K Buy
2020
Q4
Sell
2020
Q3
$412K Buy